RWM
RKL Wealth Management Portfolio holdings
AUM
$1.14B
1-Year Return
12.22%
This Quarter Return
-4.97%
1 Year Return
+12.22%
3 Year Return
+53.03%
5 Year Return
+81.11%
10 Year Return
+177.71%
AUM
$833M
AUM Growth
-$9.44M
(-1.1%)
Cap. Flow
+$35.2M
Cap. Flow
% of AUM
4.23%
Top 10 Holdings %
Top 10 Hldgs %
54.78%
Holding
145
New
19
Increased
85
Reduced
27
Closed
3
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$6.45M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$2.97M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.91M |
| 4 |
Danaher
DHR
|
$1.81M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.79M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$271K |
| 2 |
Roku
ROKU
|
$251K |
| 3 |
lululemon athletica
LULU
|
$242K |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$222K |
| 5 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$204K |
Sector Composition
| 1 | Technology | 5.96% |
| 2 | Healthcare | 4.68% |
| 3 | Financials | 3.87% |
| 4 | Consumer Discretionary | 2.79% |
| 5 | Communication Services | 2.61% |
